More and more Australians are taking control of their retirement savings through the establishment of their own self managed superannuation funds (SMSF).

The rules and regulations governing the operation of SMSF's are strict and complex, whilst the tax consequences for getting it wrong can be disastrous.

Whether you are in saving for your retirement in accumulation phase, drawing on your retirement savings in pension phase or a combination of the two, we can provide professional assistance, advice and compliance support to assist you in meeting your regulatory obligations.

Bedford CA has access to leading superannuation lawyers who can assist with the preparation of documentation for the establishment of your fund and specialist advice where necessary.

In addition to this, if you are seeking financial advice we can introduce you to our network of preferred financial advisers to review your position and assist you with configuring a portfolio of investments tailored to achieving your retirement goals.

Having the right advice when it comes to buying and selling a business is critical to the outcome you can hope to achieve on a number of levels.

Our team can provide expert assistance and advice for your entry or exit from any business.

Establishment of an appropriate structure for your personal circumstances is vital from a Capital Gains Tax and Asset Protection standpoint and our team are able to guide you through the various options available to you.

When it comes time to sell your business, we can assist you with valuation, negotiation with interested parties, preparation of business sale reports and ongoing business support throughout the process.

In addition to this, through our network of leading commercial lawyers we can arrange for the preparation of sale contracts and other documentation to formalise any sale negotiations.

Our dedicated team are focused on adding value to your business and not just meeting your compliance obligations.

We work alongside our clients and can assist with representing their interests with bankers through attending meetings and the preparation of required information, including integrated 3 way budgets and forecasts.

We have extensive experience to assist with estate and succession planning, structuring, business valuations and all other accounting and taxation services.

Depending on the industry, transactions and entities involved, GST can be potential minefield for our business clients and is increasingly becoming a focus area for the ATO.

Whilst our clients are generally comfortable with meeting their month to month GST reporting obligations, our team is often called upon as a sounding board for a range of queries ranging from the simple to the more complex.

With a range of clients spanning many different industries, we can provide clarity and comfort in assisting our clients navigate their way through the various issues they may face.

The way in which businesses are conducting themselves from a transactional and operational stand point is continually evolving.

As advisers to a diverse range of clients we need to understand the various options available to our clients and be able to offer innovative and efficient solutions to suit their particular needs.

Cloud-based solutions such as Xero, MYOB Live Accounts and Dropbox are allowing us to service our clients in a more efficient and timely manner.

In addition, the use of Banklink software is providing us with regular and accurate client bank feeds to cut out the hassle of information exchange and reduce our time reviewing transactions for our business and superannuation clients through the unique efficiency features available.

We also recognise the need to adopt a similar mentality in our own business processes. Our paperless approach is adopted where possible for clients via our integrated document management system and we are continually looking at new solutions to improve our own internal processes and increase efficiencies for our clients.